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HSBC
HSBC

Overview Fund Activity

386 hedge funds and large institutions have $4.48B invested in HSBC in 2017 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 135 increasing their positions, 109 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
386
Holders Change
+23
Holders Change %
+6.34%
% of All Funds
9.64%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.25%
New
56
Increased
135
Reduced
109
Closed
24
Calls
$91.8M
Puts
$203M
Net Calls
-$111M
Net Calls Change
+$67.1M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$46.5M
2
Deutsche Bank
Deutsche Bank
Germany
+$35.6M
3
Fisher Asset Management
Fisher Asset Management
Washington
+$14.4M
4
CS
Credit Suisse
Switzerland
+$13.9M
5
PPA
Parametric Portfolio Associates
Washington
+$13M

Top Sellers

1
BIP
Brandes Investment Partners
California
-$44.5M
2
Morgan Stanley
Morgan Stanley
New York
-$21.2M
3
MS
Maven Securities
Jersey
-$19.1M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$15.1M
5
QIM
Quantitative Investment Management
Virginia
-$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCMW
226
Cypress Capital Management (Wyoming)
Wyoming
$379K +$379K +8,405 New
BIM
227
Baldwin Investment Management
Pennsylvania
$375K +$17.9K +397 +5%
TCM
228
Traynor Capital Management
Pennsylvania
$368K +$27.5K +613 +8%
ZCA
229
Zeke Capital Advisors
Pennsylvania
$366K – – –
CMBA
230
C.M. Bidwell & Associates
Hawaii
$366K +$366K +8,104 New
ATIA
231
American Trust Investment Advisors
New Hampshire
$362K – – –
SCM
232
SOL Capital Management
Maryland
$360K -$5.01K -111 -1%
KFA
233
Kelleher Financial Advisors
New York
$358K – – –
WPC
234
Waters Parkerson & Co
Louisiana
$353K – – –
CBU
235
CIBC Bank USA
Illinois
$346K -$1.04K -23 -0.3%
BP
236
Ballentine Partners
Massachusetts
$330K -$2.49K -55 -0.7%
PCP
237
Proficio Capital Partners
Massachusetts
$328K +$6.94K +154 +2%
DWT
238
Dorsey & Whitney Trust
South Dakota
$326K -$23.5K -521 -7%
Northwestern Mutual Wealth Management
239
Northwestern Mutual Wealth Management
Wisconsin
$325K -$4.04M -89,462 -93%
Cambridge Investment Research Advisors
240
Cambridge Investment Research Advisors
Iowa
$307K +$35.6K +788 +13%
BFEC
241
Benjamin F. Edwards & Company
Missouri
$305K – – –
State Street
242
State Street
Massachusetts
$300K +$35.6K +789 +13%
CWM
243
Cornerstone Wealth Management
Missouri
$299K +$19K +417 +7%
RJT
244
Raymond James Trust
Florida
$298K -$166K -3,669 -36%
BFS
245
Bradley Foster & Sargent
Connecticut
$296K – – –
BCM
246
Bayesian Capital Management
New York
$296K +$296K +6,567 New
GIM
247
Granahan Investment Management
Massachusetts
$294K -$2.76K -61 -0.9%
SMC
248
Smith, Moore & Co
Missouri
$291K -$14K -311 -5%
PFBT
249
Parkside Financial Bank & Trust
Missouri
$290K -$4.19K -93 -1%
WIS
250
Wright Investors Service
Connecticut
$278K -$1.49K -33 -0.5%
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